This release focused on improving our meetings function, application performance and the technology supporting our Design For Succession module. It also includes several minor enhancements to meetings and some bug fixes. Thank you to everyone who requested enhancements or reported bugs.

Major Enhancements

Pinning roles to teams

We have added a new feature to allow you to ‘pin’ roles to a team. This means a team can identify the roles it needs to get its work done and who is accountable for each role. This is part of our drive to improve role clarity across an organisation.

The team dashboard will now show a ‘Team roles’ element where you can define the roles. Below is an example of a Cultural Leaders team with two roles:

You can chose to show the people who fulfil this role and, if appropriate, you can include a simple icon to indicate if they are handing over the role or transitioning into it. In the example below, Shane Love is in the process of handing over his role as Cultural Leader, whilst Kate Smart is transitioning into this role. Kate is also intending to hand over the ‘Build healthy culture’ leadership role in the future.

You can pin or unpin roles, assign or un-assign people from the team roles using this new dialog:

Role Types

You now have the ability to identify if a role is held by an owner, a leader or another type. These three types are critical roles in an SME:

• Owner - roles that sit on the ownership team (e.g. owner, director, advisor, investor)
• Leader - roles at an organisation leader level (e.g. function leader, cultural leader)
• Other - all roles that don't fall into either of the above

We have made some best guesses as to which roles below in which category but you can easily change this in the configure role dialog:

The roles page is also now grouped by these types by default:

We have improved how to configure people in a role so they now show in a table rather than a list:

Meetings

We have completed our on-going project on improving meetings. This has been in progress for more than a year and we've been steadily delivering on the most requested enhancements.

Recent updates include:

• An easy way to see the progress of a meeting and whether you're running on time or behind using a pie chart at the bottom of the meeting dialog:

• Decisions and minutes are now numbered. Each decision and minute will have a number and code associated with it (D-1, D-2, M-1, M-2). The numbers are for each meeting only (i.e. multiple meetings will have the D-1 code against it) and will facilitate references to decisions and minutes. In addition we have changed the styling of these to be more prominent.
   

• We have added a feature to allow you to filter/search all the meetings in a team. This is helpful if you want to see all the decisions a team has made or to find a meeting from two years ago or to see meetings which a particular person attended. The complete list of filterable elements is shown below:

• If you specify the timing for an agenda item, the meeting scheduler may warn you if the time you have allocated is less than what is required.

• The meeting duration will now also automatically select the required time based on the agenda item timing (or default to one hour if no timing has been specified)
   
• It's now easier to create a template from a previous meeting.  From the three dots, simply ‘Save meeting as template’, like this:

• Pre-work is now automatically marked as ‘complete’ when you start the meeting
   
• All attendees for a meeting can be cleared with a single click in the meeting scheduler. This is particularly useful for large teams where only a small number of people are attending a meeting.

Minor Enhancements

•  In our text editor, there is now a way remove all styles from the selected text. This will be helpful when pasting from Word, Excel or any other page with embedded styling.

• We have made the toolbar sticky when inside the editor. This will make it easier to edit longer documents in the platform as the toolbar will remain visible when scrolling.
   
• We have added a new ‘Owners tab’ to the navigation bar. This is visible to those on the owner's team only and should be helpful when navigating the platform for these users. The content and permissions associated with this are the same as before (it's just more visible).

• You can now group your actions by team in your personal dashboard (previously, you could only group by board & label)
   
• Performance updates - we have analysed our performance metrics over the last several months and identified a number of improvements for our user experience. In a previous release, we added telemetry to monitor performance issues and this release has fixed a number of those. You should see significantly less slowdowns when loading or navigating embedADAPT - especially in the personal and meeting dashboards (our two most used pages).

Bug Fixes

• Sometimes images would not load correctly in the platform (by having multiple tabs, multiple organisations, or a token expiry). We've reduced the number of scenarios where this could occur.